Forte Capital’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

Forte Capital’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$790K	Buy	20,808 +1,200	+6%	+$43.9K	0.08%	137
2025 Q1	$712K	Hold	19,608	–	–	0.08%	145
2024 Q4	$681K	Buy	19,608 +72	+0.4%	+$2.54K	0.08%	140
2024 Q3	$692K	Buy	19,536 +90	+0.5%	+$3.13K	0.08%	145
2024 Q2	$691K	Hold	19,446	–	–	0.08%	131
2024 Q1	$678K	Buy	19,446 +66	+0.3%	+$2.17K	0.08%	131
2023 Q4	$611K	Hold	19,380	–	–	0.08%	128
2023 Q3	$583K	Buy	19,380 +95	+0.5%	+$2.88K	0.09%	120
2023 Q2	$598K	Hold	19,285	–	–	0.09%	122
2023 Q1	$568K	Hold	19,285	–	–	0.09%	126
2022 Q4	$521K	Buy	19,285 +5,100	+36%	+$156K	0.09%	125
2022 Q3	$424K	Hold	14,185	–	–	0.08%	131
2022 Q2	$451K	Hold	14,185	–	–	0.08%	133
2022 Q1	$501K	Hold	14,185	–	–	0.06%	154
2021 Q4	$501K	Hold	14,185	–	–	0.06%	154
2021 Q3	$488K	Hold	14,185	–	–	0.07%	155
2021 Q2	$491K	Hold	14,185	–	–	0.07%	153
2021 Q1	$468K	Hold	14,185	–	–	0.07%	145
2020 Q4	$432K	Hold	14,185	–	–	0.07%	142
2020 Q3	$391K	Hold	14,185	–	–	0.07%	142
2020 Q2	$391K	Hold	14,185	–	–	0.08%	130
2020 Q1	$343K	Hold	14,185	–	–	0.12%	81
2019 Q4	$433K	Hold	14,185	–	–	0.12%	85
2019 Q3	$425K	Hold	14,185	–	–	0.13%	88
2019 Q2	$423K	Buy	+14,185	New	+$417K	0.13%	91

Other funds holding HEFA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Forte Capital's HEFA Position: Q2 2025 in Review

Forte Capital increased its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 6.1% in Q2 2025, buying an estimated $43.9K and bringing the position to 20,808 shares worth $790K. The position accounts for 0.08% of the portfolio, ranked #137.

Forte Capital first reported a position in HEFA in Q2 2019 and has held it in 25 quarters since. 458 funds tracked by Wall St. Rank hold HEFA as of Q2 2025.

Forte Capital held 20,808 shares of iShares Currency Hedged MSCI EAFE ETF worth $790K as of Q2 2025.
Forte Capital bought 1,200 iShares Currency Hedged MSCI EAFE ETF shares in Q2 2025, an estimated $43.9K.
iShares Currency Hedged MSCI EAFE ETF made up 0.08% of Forte Capital's portfolio in Q2 2025, its #137 holding.
Forte Capital first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2019 and has held it in 25 quarters since.
458 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.